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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,223 | $232,540-78.8% | $185,117-73.4% | $147,586-66.6% |
| Participation rate | 63.2% | 82.4%-19.2pp | 77.3%-14.1pp | 82.8%-19.7pp |
| Annual return | 17.40% | 43.03%-25.6pp | 40.50%-23.1pp | 578.59%-561.2pp |
| Employer contribution / active EE | $2,018 | $5,195-61.2% | $4,182-51.7% | $4,876-58.6% |
| Participant deferral / active EE | $5,147 | $5,834-11.8% | $5,045+2.0% | $5,439-5.4% |
| Admin fee / account holder | $1,221 | $10,275-88.1% | $8,159-85.0% | $10,886-88.8% |